Wagner Wealth Management (South Carolina)’s Vanguard Energy ETF VDE Stock Holding History

Wagner Wealth Management (South Carolina)’s Portfolio VDE Stock Details VDE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	–	Sell	-25	Closed	-$2K	–	777
2022 Q2	$2K	Buy	+25	New	+$2.8K	﹤0.01%	639
2018 Q3	$79K	Buy	749 +10	+1%	+$1.04K	0.05%	216
2018 Q2	$78K	Hold	739	–	–	0.06%	197
2018 Q1	$68K	Buy	739 +3	+0.4%	+$291	0.05%	196
2017 Q4	$77K	Buy	+736	New	+$69.2K	0.06%	188

Other funds holding VDE

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

MMEA

Main Management ETF Advisors San Francisco, California $3.3B AUM 33.88% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Wagner Wealth Management (South Carolina)'s VDE Position: Q3 2022 in Review

Wagner Wealth Management (South Carolina) sold out of Vanguard Energy ETF (VDE) in Q3 2022, closing a stake of 25 shares — an estimated $2K sold.

Wagner Wealth Management (South Carolina) first reported a position in VDE in Q4 2017 and held it in 5 quarters. The position peaked at $79K in Q3 2018. 517 funds tracked by Wall St. Rank hold VDE as of Q3 2022.

Wagner Wealth Management (South Carolina) reported no remaining Vanguard Energy ETF position as of Q3 2022 after selling out during the quarter.
Wagner Wealth Management (South Carolina) sold 25 Vanguard Energy ETF shares in Q3 2022, an estimated $2K.
Wagner Wealth Management (South Carolina) first reported a position in Vanguard Energy ETF in Q4 2017 and held it in 5 quarters.
Wagner Wealth Management (South Carolina)'s Vanguard Energy ETF position peaked at $79K in Q3 2018.
517 funds tracked by Wall St. Rank held Vanguard Energy ETF as of Q3 2022.

Based on Wagner Wealth Management (South Carolina)'s 13F filing for Q3 2022, filed 14 Nov 2022.